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By vmartinez
Fill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because itâs the first time youâre engaging with a client after they sign on with your agency.
onboarding
post-onboarding and continuing client management
renewal
ongoing management
ending retainer
By vmartinez
True or false? During your quarterly review meeting, itâs okay if things havenât gone 100% as planned. However, only highlight things that didnât go well to your client if it was something out of your agencyâs control.
By vmartinez
Your monthly reports should be all the following EXCEPT:
| Aligned to the goals you set with the client |
| Paired with the metrics your client needs to see in the report |
| Focused only on numbers |
| Comprehensive and easy to understand |
By vmartinez
What should you do with your clientâs ideas for work that are outside of the original project scope?
| Tell the client you cannot action them |
| Put them into a list for the future |
| Ignore them |
| Implement them immediately to show your value |
By vmartinez
True or false? Itâs important for your client to sign-off on the persona document.
| True – they need to sign off the document because the client is always right. |
| True – you shouldnât proceed without having their feedback and sign-off. |
| False -itâs not important because itâs an agile document so it will change all the time. Showing them the document now will cause unnecessary confusion. |
| False – they donât need to look at the document, since youâll be doing the marketing work for them. Only show them if they ask. |
By vmartinez
What are the four main items to highlight in your strategy plan?
| Goals, timelines and delivery, social media profiles, and promotional tactics |
| Goals, identified campaigns, timelines and delivery, and points of contact |
| Goals, identified campaigns, timelines and delivery, and promotional tactics |
| Goals, identified campaigns, cost, and promotional tactics |